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Building 2FORTEM FINANCIAL GROUP, LLC

Map pinPALM DESERT, CA
Phone760-206-8500
NotebookSEC #801-112300
Total AUM
$631.9M
Employees
10
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44801 VILLAGE COURT #201
PALM DESERT
CA 92260
United States
Operating Hours
7 AM - 4 PM
Monday - Friday
Phone
760-206-8500
Other Offices
2

ReceiptFinancials

Total AUM
$631.9M
Accounts
1,042
Discretionary
$626.7M
Accounts
1,023
Non-Discretionary
$5.2M
Accounts
19

ContactClients

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Individual Clients
193
AUM
$63.2M
HNW Individual Clients
140
AUM
$522M
Pension/Profit Sharing Plan Clients
2
AUM
$400.1K
Charitable Organization Clients
3
AUM
$32.7M
Corporation or Business Clients
9
AUM
$13.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILKSLANHNVOHORTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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